Published Oct 13, 2026, 6:33 PM ET · Updated a month ago · 1 source
No hyperscaler/AI IG debt deals since September; without debt there is no EPS growth
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Original Report
The hyperscaler/AI investment-grade debt pipeline has been empty since early September, and because debt converts into capex, revenue, and EPS, the absence of debt issuance means there will be no EPS growth.